Assigning Discovery Accelerator roles to users

You assign roles to employees or employee groups to determine what they can access and the tasks that they can perform in Discovery Accelerator.

You must have the application permission Manage Administration Security to assign an application-wide role to a user. You require the case permission Role Assignment to assign a case-specific role. By default, Discovery System Admin users have the first permission, whereas Case Administrator users in a case have the second. If you have yet to open any cases, you must do so before you can assign roles to the users in those cases.

To assign a role to a user

  1. Do one of the following:

    • To assign an application role, click the Application tab in the Discovery Accelerator client, and then click the Role Assignment tab.

    • To assign a case role, click the Cases tab and then click the required case in the left pane. Then click the Role Assignment tab.

      If Discovery Accelerator lists a lot of cases, you can filter the list with the fields at the top of the pane. As well as filtering the cases by name, you can choose whether to list any research folders that are associated with them.

  2. Click the name of the user to whom you want to assign a role.

    If the user does not appear in the list, click Add at the top of the pane and then select the user to add to it.

  3. In the right pane, do one of the following:

    • Click Add to assign a new role.

    • Click Remove to remove the selected role.

  4. Click Save.

  5. If you want to notify the selected user that he or she can now perform a ClickOnce installation of the Discovery Accelerator client, click Send Email Invite. Discovery Accelerator creates a new message that is ready to send to the user. Note that this facility is unavailable in Discovery Accelerator clients that you install with the MSI installer package.

    To customize the subject line and body text of the notification message, follow these steps:

    • Click the Configuration tab, and then click the Settings tab.

    • Expand the General section to show the available options.

    • Set the required values for the "DA Invitation Email Subject" and "DA Invitation Email Body" options.

More Information

Opening new cases

About the predefined Discovery Accelerator roles

Creating Discovery Accelerator roles

About the Discovery Accelerator permissions

About the facility to allow or deny permissions

Editing the properties of Discovery Accelerator roles

General configuration options